LCM

LH Capital Markets Portfolio holdings

AUM $3.65M
1-Year Est. Return 18.28%
This Quarter Est. Return
1 Year Est. Return
-18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$34.6M
3
+$34.1M
4
CLOV icon
Clover Health Investments
CLOV
+$31.3M
5
OPEN icon
Opendoor
OPEN
+$31.1M

Top Sells

1
+$28.9M
2
+$2M
3
+$1.54M
4
VRT icon
Vertiv
VRT
+$1.39M
5
CCL icon
Carnival Corp
CCL
+$441K

Sector Composition

1 Communication Services 19.07%
2 Healthcare 16.81%
3 Real Estate 9.9%
4 Consumer Staples 9.07%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
0
28
– –
-1,035,000
29
– –
-1,000
30
– –
-2,900,000
31
– –
-250,000
32
– –
-300,000
1
2